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Exchange Discounts: Carrying Over Original Discount (Returns V2)

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Written by Guido Kaspers
Updated over 3 weeks ago

When customer exchange an item, they will be able to now keep the same discount they have received on their original purchase. This ensures their purchasing power remains the same, even if they swap the order for something else.

For example:

  • If they bought an item with a 20% discount, the exchange will also have a 20% discount.

  • If you used a voucher or a fixed amount discount (e.g., £20 off), the same amount will carry over to your exchange.

This feature ensures that exchanges are fair and consistent with the original purchase.


What Customers See

When a customer exchanges an item, the discount from their original order automatically carries over to the new one. Throughout the process, they’ll see clear confirmation that the discount still applies.

In the exchange flow

  • The discount is shown next to the order items, so customers know their savings will stay the same.

  • A note below the item list explains:

    “Your original discount will be applied at checkout.”

At checkout

  • The same discount (either a percentage or a fixed amount) appears automatically.

  • If the promotion has expired, customers will still see their original discount applied.

  • If both a Shop Now bonus and a carry-over discount are active, both will display on the checkout summary (if your settings allow).

After completing the exchange

  • On the summary page and in their confirmation email, the applied discount appears under the exchange item, ensuring transparency.


How it Works

  • Swap identifies the original order-level discount and carries it over to the exchange.

  • The discount is split proportionally across items when multiple products are involved.

  • Refunds or extra payments are always based on what the customer originally paid, never more.


Enabling the feature

You can enable carry-over discounts in the Discounts tab. You can also choose whether to allow them alongside the Shop Now bonus:

  1. Carry-over discount + Shop Now bonus enabled → both discounts will be applied and displayed together.

  2. Shop Now bonus not combined → only the carry-over discount will apply, and the Shop Now bonus will not be shown or applied.


Things to Know

  • Only order-level discounts are supported (discounts that apply to the entire order, not just one product).

  • Discounts will only carry over once (for the first exchange). If the exchange is exchanged again, the discount won’t carry over.

  • Product-specific discounts are not included.

  • Variant exchanges (e.g. changing size or colour of the same item) are treated as equal exchanges, so the original discount is reapplied.

  • The Shop Now bonus (if offered) may or may not combine with your discount, depending on your settings.


Shopify Exchange Orders

When using Shopify native exchanges

When the exchange is processed and a new order is created, the discount is shown in Shopify to align prices in case of a return.

  • The discount appears on the new item.

  • If a Shop Now bonus was also applied, both will be displayed.

When using zero-value exchange orders

For zero-value orders, the discount is not shown in the text, but it is deducted from the exchange item price. This ensures that if the customer later returns the exchange, the refunded amount reflects both the discount and any Shop Now bonus.


Examples

Here are some scenarios to illustrate how discounts carry over:

  1. Exchange for a cheaper item

    • Original item: £180

    • Discount: £20 voucher → Paid £160

    • Exchange item: £19

    • New total: £0 (voucher capped at item price)

    • Refund: £160

    Logic: Refunds only cover what was paid — never more.

  2. Exchange for a more expensive item

    • Original item: £180

    • Discount: £20 voucher → Paid £160

    • Exchange item: £200

    • Same £20 voucher applied → New total £180

    • Customer pays: £20 extra

    Logic: Extra payment is the difference between the new price and the original payment.

  3. Exchange with a percentage discount (cheaper item)

    • Original item: £100

    • Discount: 20% → Paid £80

    • Exchange item: £60

    • Same 20% discount applied → New total £48

    • Refund: £32

    Key logic: The same percentage discount is applied to the exchange item, regardless of the new item’s price.

  4. Exchange with a percentage discount (more expensive item)

    • Original item: £100

    • Discount: 20% → Paid £80

    • Exchange item: £150

    • Same 20% discount applied → New total £120

    • Customer pays: £40 extra

    Key logic: The customer always pays the difference between what was originally paid and the new discounted price.

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